According to @KobeissiLetter, the US will allow Nvidia to sell its H200 chips to China, citing a report from Semafor (source: @KobeissiLetter tweet on Dec 8, 2025; Semafor as cited). @KobeissiLetter states that NVDA is surging on the headline, indicating immediate bullish price action in Nvidia stock (source: @KobeissiLetter tweet on Dec 8, 2025). The same source notes the development is pending confirmation by President Trump, framing the headline as report-driven and not yet officially confirmed (source: @KobeissiLetter tweet on Dec 8, 2025). @KobeissiLetter adds that US chip companies may be reentering China’s AI market soon if the report is confirmed, suggesting positive read-through for US semiconductors’ China exposure (source: @KobeissiLetter tweet on Dec 8, 2025). For crypto traders, the source does not mention digital assets; any impact on AI-themed crypto tokens remains unconfirmed based on the available information (source: @KobeissiLetter tweet on Dec 8, 2025).